Value Proposition

Our investment and wealth management team provides a full range of financial services and strategies. We employ our knowledge and skills to build long-lasting relationships with our clients to help them work towards their unique goals and objectives. Our focus is working with established successful professionals from diverse business backgrounds providing highly tailored strategies for their unique needs.

Our team has over 40 years of market experience. We have developed valuable insight and perspective to successfully guide our clients through all economic and market conditions. Led by two senior members, we believe our diversity of in-house talent positions us to provide integrated and holistic advice. Al Sadaghiani, Senior Vice President – Investments, is a CERTIFIED FINANCIAL PLANNER™ professional with experience in long term investments and Udi Rinot, Managing Director – Investments, focuses on municipal bonds and capital markets. We leverage this experience to help our clients create investment plans designed to meet their goals and objectives. With our roots in Southern California, we can work with our clients network of professionals as needed. We can also refer them to outside professionals as need. Wells Fargo Advisors does not endorse these referrals and therefore gives no assurances as to the quality of their services.

We pride ourselves on being a personal stakeholder in our clients’ lives and ensure that we provide them superior service to reach their financial goals. We aim to act as our clients personal CFO. We believe this allows our clients to focus on what is most important to them.
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